Forestry Investment Options

Awatea Forest Fund

Awatea Targets the ownership of 5,000 hectares of quality forest assets in a diversified portfolio generating regular cashflow returns and capital enhancement through timber and carbon activities.
MINIMUM INVESTMENT

$20k

TARGETED IRR

△ +7%

Secondary Market

An opportunity to invest in an already established forest ranging from second rotation forests (already had their first harvest) or forests that are closer to their harvest date.

Private

RDNZ partners with Individuals and Family Offices, expertly handling the sourcing, acquiring and management of tailored freehold forest investments and portfolios.

Typical Portfolio Size: 250 to 5,000 hectares

Institutional

RDNZ partners with Corporates, Institutions and Funds, expertly handling the sourcing, acquiring and management of tailored freehold forest portfolios.

Typical Portfolio Size: 2,000 to 20,000 hectares

Syndicated

FUND NAME

Awatea Forest Fund

Awatea is a retail investment fund targeting 5,000 hectares of premium forest assets across New Zealand.

Establishing a diversified portfolio of forest assets, targeting regular returns and capital enhancement via biomass growth, the harvest of logs and sequestration 
& sale of carbon.

MINIMUM INVESTMENT

$20k

TARGETED IRR

△ +7%

Secondary Market

With over 2500 investors in 90 forests and 4 farms, from time to time we have investors looking to sell their shares before harvest.

Secondary market shares typically range in price from $50,000 to $250,000. They present an opportunity to buy into an established forest that is closer to harvest. 

Advantages of this  are:

• The forest has passed the risk stage of establishment.
• The area of trees and stocking rate are quantifiable.
• Shorter term investment.
• All major work has been completed so minimal holding costs.

 

FOREST UNITS


Below are the current Units available via our Secondary Market. For more information please contact the team today.

Forecast Second Rotation Harvest 2046
Net Stocked Area of 262 hectares
25,757 Liability Free NZUs
Minimum purchase of 2,250 units required
$15.51 per Interest – 9,000 available

Net Stocked Area of 199 hectares
Forecast Second Rotation Harvest 2047
Net Asset Value is $8.43 per Unit
Selling at $7.59 per Unit (9.96% discount)
10,409 Units available
Minimum purchase of 3,750 Units 

Forecast Second Rotation Harvest 2047
$4.50 per Interest – 12,300 available
Minimum purchase of 2,000 units required
34% discount from Net Asset Value

Forecast Second Rotation Harvest 2047
Net Stocked Area of 168 hectares
9,145 Liability Free NZUs
$6.45 per interest – 17,000 units available
$6.35 per interest – 5,052 units available
35% Discount to Net Asset Value
Minimum purchase of 2,000 units required

Minimal First Rotation Stand, Second Rotation Planting ongoing.
$5.15 per Interest – 15,471 available
Minimum purchase of 3,750 units required
10% discount from Net Asset Value

First Rotation harvest commenced, current Net Stocked Area of 171 hectares
15,720 Liability Free NZUs
$15.68 per interest – 15,000 units available
Minimum purchase of 3,750 units required
15% Discount to Net Asset Value

FARM SHARES

242 ha established in 2014    
Net Asset Value is $1.01 per share
Selling at $0.96 per share (4% discount)
Minimum purchase of 25,000 shares
Only open to NZ investors

413 ha established in 2008    
Net Asset Value is $1.63 per share
Selling at $1.28 per share (21% discount)
Minimum purchase of 25,000 shares

349 ha established in 2005    
Net Asset Value is $2.60 per share
Selling at $2.40 per share (8% discount)
Minimum purchase of 25,000 shares

Net Stocked Area of 199 hectares
Forecast Second Rotation Harvest 2047
Net Asset Value is $8.43 per Unit
Selling at $7.59 per Unit (9.96% discount)
10,409 Units available
Minimum purchase of 3,750 Units 

Private

Whole forest ownership

RDNZ partners with Individuals and Family Offices, expertly handling the sourcing, acquiring and management of tailored freehold forest investments and portfolios.

Typical Portfolio Size: 250 to 5,000 hectares.

Institutional

Build a portfolio

RDNZ partners with Corporates, Institutions and Funds, expertly handling the sourcing, acquiring and management of tailored freehold forest portfolios.

Typical Portfolio Size: 2,000 to 20,000 hectares.

 

Foreign Investment

RDNZ is the leading investment specialist facilitating more than 30 successful foreign investment consents (100% success) in New Zealand forestry assets.

Under the Overseas Investment Act, investment into Greenfield forest projects is subject to satisfying the ‘General Benefit to New Zealand Test’ and Brownfield forest projects are subject to satisfying the ‘Special Forest Test’.

Forestry is considered to make a positive contribution on various economic and climate related levels, providing a ‘benefit’ to New Zealand.

Under the Overseas Investment Act, investment into Greenfield forest projects is subject to satisfying the ‘General Benefit to New Zealand Test’ and Brownfield forest projects are subject to satisfying the ‘Special Forest Test’.

Forestry is considered to make a positive contribution on various economic and climate related levels, providing a ‘benefit’ to New Zealand.

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